Sanmina Corp
SANM- 交易所
- Nasdaq
- 產業
- Printed Circuit Boards
- SEC CIK
- 0000897723
近 90 天，Sanmina Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 573 家機構在 13F 申報持有，市值合計 $126.9 億；大師中只有Maverick 資本持有。
2026 年第 2 季 13F 持有人
Sanmina Corp 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 573
- 較 2026 年第 1 季 +121 家
- 持有股數
- 5,025 萬
- 較 2026 年第 1 季 −282.9 萬 (−5.3%)
- 總市值
- $126.9 億
- 較 2026 年第 1 季 +$58.1 億 (+84.4%)
- 新進機構
- 172
- 另有 145 家加碼
- 清倉機構
- 51
- 另有 211 家減碼
另有 8 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SANM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 573 | $126.9 億 |
| 2026 年第 1 季 | 460 | $68.9 億 |
| 2025 年第 4 季 | 451 | $82.1 億 |
| 2025 年第 3 季 | 384 | $61.7 億 |
| 2025 年第 2 季 | 356 | $51.9 億 |
| 2025 年第 1 季 | 326 | $39.4 億 |
| 2024 年第 4 季 | 313 | $40.2 億 |
| 2024 年第 3 季 | 312 | $36.0 億 |
| 2024 年第 2 季 | 285 | $34.9 億 |
| 2024 年第 1 季 | 315 | $32.6 億 |
| 2023 年第 4 季 | 299 | $27.1 億 |
| 2023 年第 3 季 | 310 | $28.6 億 |
| 2023 年第 2 季 | 317 | $31.9 億 |
| 2023 年第 1 季 | 348 | $32.8 億 |
| 2022 年第 4 季 | 351 | $30.8 億 |
| 2022 年第 3 季 | 289 | $24.7 億 |
| 2022 年第 2 季 | 272 | $22.4 億 |
| 2022 年第 1 季 | 265 | $23.0 億 |
| 2021 年第 4 季 | 258 | $24.3 億 |
| 2021 年第 3 季 | 243 | $23.6 億 |
| 2021 年第 2 季 | 251 | $24.5 億 |
| 2021 年第 1 季 | 252 | $25.8 億 |
2026 年第 2 季持有機構
每家機構持有 Sanmina Corp 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Atria Investments LLC | 14,354 | $363.3 萬 | 0.04% | −1,941−11.9% | 減碼 |
| Quadrant Capital Group LLC | 14,412 | $364.7 萬 | 0.10% | −20−0.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 14,496 | $366.9 萬 | 0.09% | +10,563+268.6% | 加碼 |
| LSV Asset Management | 14,860 | $376.1 萬 | 0.01% | −120,640−89.0% | 減碼 |
| Quantinno Capital Management LP | 14,912 | $377.4 萬 | 0.00% | +262+1.8% | 加碼 |
| Pacer Advisors, Inc. | 14,949 | $378.3 萬 | 0.01% | +14,898+29,211.8% | 加碼 |
| Cresset Asset Management, LLC | 15,024 | $380.2 萬 | 0.01% | +6,327+72.7% | 加碼 |
| Twinbeech Capital LP | 15,041 | $380.7 萬 | 0.69% | +15,041 | 新進 |
| CVFG LLC | 15,120 | $382.7 萬 | 0.40% | +15,120 | 新進 |
| Yousif Capital Management, LLC | 15,429 | $390.5 萬 | 0.04% | −259−1.7% | 減碼 |
| Two Sigma Securities, LLC | 15,593 | $394.6 萬 | 0.34% | +15,593 | 新進 |
| Boothbay Fund Management, LLC | 15,594 | $394.7 萬 | 0.08% | +6,620+73.8% | 加碼 |
| Louisiana State Employees Retirement System | 15,700 | $397.3 萬 | 0.06% | −8,500−35.1% | 減碼 |
| Public Employees Retirement System of Ohio | 15,735 | $398.2 萬 | 0.01% | +14,902+1,789.0% | 加碼 |
| Thrivent Financial for Lutherans | 15,795 | $399.7 萬 | 0.01% | −21,340−57.5% | 減碼 |
| Asset Management One Co.,Ltd. | 16,070 | $403.7 萬 | 0.01% | −6,498−28.8% | 減碼 |
| Prudential Financial Inc | 16,137 | $408.4 萬 | 0.00% | −104,818−86.7% | 減碼 |
| Aquatic Capital Management LLC | 16,468 | $416.8 萬 | 0.14% | +13,303+420.3% | 加碼 |
| Moran Wealth Management, LLC | 17,042 | $431.3 萬 | 0.12% | −2,377−12.2% | 減碼 |
| State of New Jersey Common Pension Fund D | 17,042 | $431.3 萬 | 0.01% | −2,010−10.6% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,066 | $431.9 萬 | 0.00% | +14,881+681.1% | 加碼 |
| Engineers Gate Manager LP | 17,398 | $440.3 萬 | 0.06% | +5,416+45.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 17,549 | $444.1 萬 | 0.01% | +12,107+222.5% | 加碼 |
| Ritholtz Wealth Management | 18,257 | $462.0 萬 | 0.07% | −512−2.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 18,947 | $479.5 萬 | 0.25% | +11,822+165.9% | 加碼 |
| Deutsche Bank AG | 19,034 | $481.7 萬 | 0.00% | −30,638−61.7% | 減碼 |
| Nicholas Investment Partners, LP | 19,802 | $501.1 萬 | 0.28% | +961+5.1% | 加碼 |
| Mutual of America Capital Management LLC | 19,875 | $503.0 萬 | 0.05% | +13,626+218.1% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 20,035 | $507.0 萬 | 0.10% | +16,492+465.5% | 加碼 |
| Credit Agricole S A | 20,113 | $509.0 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 20,391 | $516.1 萬 | 0.00% | −3,796−15.7% | 減碼 |
| State of Tennessee, Treasury Department | 20,708 | $524.1 萬 | 0.02% | −2,883−12.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,750 | $525.1 萬 | 0.08% | +1,966+10.5% | 加碼 |
| Navellier & Associates Inc | 20,939 | $529.9 萬 | 0.42% | +17,441+498.6% | 加碼 |
| Algert Global LLC | 21,040 | $532.5 萬 | 0.06% | −4,400−17.3% | 減碼 |
| Treasurer of the State of North Carolina | 21,610 | $546.9 萬 | 0.01% | +21,610 | 新進 |
| Royal Bank of Canada | 21,888 | $553.9 萬 | 0.00% | +7,789+55.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,057 | $558.2 萬 | 0.01% | −5,323−19.4% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 22,943 | $580.6 萬 | 0.04% | +8,251+56.2% | 加碼 |
| Segall Bryant & Hamill, LLC | 23,130 | $585.4 萬 | 0.07% | −15,240−39.7% | 減碼 |
| Vanguard Global Advisers, LLC | 23,343 | $590.8 萬 | 0.00% | −1,571−6.3% | 減碼 |
| Russell Investments Group, Ltd. | 23,795 | $602.2 萬 | 0.01% | +14,797+164.4% | 加碼 |
| Jump Financial, LLC | 23,915 | $605.2 萬 | 0.05% | −12,585−34.5% | 減碼 |
| Amalgamated Bank | 24,116 | $610.3 萬 | 0.04% | +8,504+54.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 24,736 | $626.0 萬 | 0.04% | −3,522−12.5% | 減碼 |
| Peregrine Capital Management LLC | 25,987 | $657.7 萬 | 0.21% | +25,987 | 新進 |
| Jain Global LLC | 26,023 | $658.6 萬 | 0.08% | +26,023 | 新進 |
| NFJ Investment Group, LLC | 26,189 | $662.8 萬 | 0.23% | +26,189 | 新進 |
| MetLife Investment Management | 26,403 | $668.2 萬 | 0.03% | −2,667−9.2% | 減碼 |
| Franklin Resources Inc | 26,616 | $673.6 萬 | 0.00% | −18,355−40.8% | 減碼 |
| Ellsworth Advisors, LLC | 32,539 | $674.6 萬 | 1.11% | −5,951−15.5% | 減碼 |
| Martingale Asset Management L P | 26,721 | $676.3 萬 | 0.16% | −11,000−29.2% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 27,084 | $685.4 萬 | 0.02% | −21,735−44.5% | 減碼 |
| Phocas Financial Corp. | 27,754 | $702.4 萬 | 0.97% | −30,205−52.1% | 減碼 |
| Lazard Asset Management LLC | 27,779 | $703.0 萬 | 0.01% | −1,436−4.9% | 減碼 |
| Fifth Third Bancorp | 28,126 | $711.8 萬 | 0.01% | −8,724−23.7% | 減碼 |
| EAM Investors, LLC | 28,584 | $723.4 萬 | 0.64% | +28,584 | 新進 |
| Chase Investment Counsel Corp | 28,628 | $724.5 萬 | 1.53% | −320−1.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 28,721 | $726.9 萬 | 0.08% | −6,937−19.5% | 減碼 |
| New York State Teachers Retirement System | 30,625 | $775.1 萬 | 0.01% | −4,290−12.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 31,307 | $792.3 萬 | 0.00% | +17,259+122.9% | 加碼 |
| Great West Life Assurance Co | 32,576 | $823.9 萬 | 0.01% | −14,413−30.7% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 33,631 | $851.1 萬 | 0.14% | +33,631 | 新進 |
| Oliver Luxxe Assets LLC | 34,464 | $872.2 萬 | 1.28% | −16,554−32.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 35,588 | $900.7 萬 | 0.04% | −693−1.9% | 減碼 |
| Nicola Wealth Management Ltd. | 36,100 | $913.6 萬 | 1.05% | −14,000−27.9% | 減碼 |
| Leuthold Group, LLC | 36,379 | $920.7 萬 | 0.93% | −1,934−5.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 36,500 | $923.7 萬 | 0.01% | +11,964+48.8% | 加碼 |
| Great Lakes Advisors, LLC | 37,396 | $946.4 萬 | 0.07% | −15,347−29.1% | 減碼 |
| Quadrature Capital Ltd | 38,213 | $967.1 萬 | 0.08% | +28,217+282.3% | 加碼 |
| Weiss Asset Management LP | 38,463 | $973.4 萬 | 0.11% | +38,463 | 新進 |
| Krane Funds Advisors LLC | 38,774 | $981.3 萬 | 0.35% | +38,774 | 新進 |
| Nomura Asset Management International Inc. | 39,235 | $993.0 萬 | 0.01% | +29,135+288.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 41,416 | $1,048 萬 | 0.02% | +17,847+75.7% | 加碼 |
| Tudor Investment Corp Et Al | 41,730 | $1,056 萬 | 0.04% | +41,730 | 新進 |
| Catalyst Funds Management Pty Ltd | 42,050 | $1,064 萬 | 0.60% | +42,050 | 新進 |
| ExodusPoint Capital Management, LP | 42,124 | $1,066 萬 | 0.10% | −4,911−10.4% | 減碼 |
| Van Eck Associates Corp | 42,625 | $1,079 萬 | 0.01% | −985−2.3% | 減碼 |
| Alliancebernstein L.P. | 83,814 | $1,087 萬 | 0.00% | −17,802−17.5% | 減碼 |
| Vanguard Asset Management, Ltd | 43,307 | $1,096 萬 | 0.01% | +683+1.6% | 加碼 |
| Toroso Investments, LLC | 43,695 | $1,106 萬 | 0.03% | −13,395−23.5% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 47,061 | $1,191 萬 | 0.24% | +10,256+27.9% | 加碼 |
| Barclays PLC | 47,346 | $1,198 萬 | 0.00% | +20,239+74.7% | 加碼 |
| Renaissance Group LLC | 49,282 | $1,247 萬 | 0.51% | −9,839−16.6% | 減碼 |
| Heartland Advisors Inc | 50,000 | $1,265 萬 | 0.56% | +10,000+25.0% | 加碼 |
| Empowered Funds, LLC | 50,238 | $1,271 萬 | 0.07% | +29,895+147.0% | 加碼 |
| De Lisle Partners LLP | 51,000 | $1,291 萬 | 1.41% | +7,000+15.9% | 加碼 |
| Occam Crest Management LP | 79,000 | $1,294 萬 | 7.14% | +18,000+29.5% | 加碼 |
| Point72 Asset Management, L.P. | 58,096 | $1,470 萬 | 0.02% | +58,096 | 新進 |
| Royce & Associates LP | 58,192 | $1,473 萬 | 0.12% | −20,902−26.4% | 減碼 |
| LPL Financial LLC | 59,609 | $1,509 萬 | 0.00% | −9,039−13.2% | 減碼 |
| California State Teachers Retirement System | 60,175 | $1,523 萬 | 0.01% | −3,572−5.6% | 減碼 |
| Sora Investors LLC | 60,507 | $1,531 萬 | 1.17% | +56,507+1,412.7% | 加碼 |
| Bessemer Group Inc | 60,715 | $1,537 萬 | 0.02% | +41+0.1% | 加碼 |
| Assetmark, Inc | 62,591 | $1,584 萬 | 0.03% | −16,481−20.8% | 減碼 |
| Victory Capital Management Inc | 62,614 | $1,585 萬 | 0.01% | −133,763−68.1% | 減碼 |
| Hillsdale Investment Management Inc. | 62,863 | $1,591 萬 | 0.36% | −11,565−15.5% | 減碼 |
| Retirement Systems of Alabama | 65,142 | $1,649 萬 | 0.05% | +65,142 | 新進 |
| Citigroup Inc | 65,953 | $1,669 萬 | 0.01% | +57,060+641.6% | 加碼 |
| CastleKnight Management LP | 66,883 | $1,693 萬 | 0.62% | −192,217−74.2% | 減碼 |